Brian Williams, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving

About Brian

For 21 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working towards before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy to achieve your goals for you and your family. I can also help determine the most appropriate financial strategy to achieve your goals such as business retirement strategies,...

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Saint Xavier UniversityMaster of Education
  • Illinois State UnivBachelor of Science

Team Members

  • Kayla Loffredo
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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